Microsoft Dynamics GP 2013 Reporting – Review Incoming

Microsoft Dynamics GPI have received a copy of Microsoft Dynamics GP 2013 Reporting to review which I will be doing over the next couple of weeks.

This is an update to the previous edition of the book for Microsoft Dynamics GP 2010, but this one is for the current version:

Microsoft Dynamics GP 2013 Reporting

I’ll be giving it a thorough read and, setting aside my distaste for reporting outside of Management Reporter, I may even follow some of the examples and post a detailed account.

If you don’t want to wait for my review of the book, it can be bought now from Packt Publishing.

Business Analyzer R5 First Run

Microsoft Dynamics GPWith Business Analyzer R5 installed it’s time to take a look.

Clicking the tile will launch the app which will show a Net Income – Summary view and, as is standard in Microsoft apps, a slice of the next part of the app:

Net Income - Summary view

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Fixing Base Period On Management Reporter Sample Company Reports

Microsoft Dynamics GPI did a couple of posts a while ago on fixing the sample company reports (the first post fixed the Row and Column Definitions and the second the Reporting Tree Definitions), but there has been another issue with them that has been bugging me for a while.

The reports are configured to run for periods around the current system date, which means dates in 2013. But the Fabrikam sample company is in 2017 so the reports return no data. With Management Reporter storing its reports and configuration information on a SQL Server database, it is possible to tweak the reports to run for 2017.

I checked each of the reports to see how what Base period they were using and then worked out what I needed to update to set the reports to run for similar periods in 2017.

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Installing Business Analyzer R5 From The Windows 8 App Store

Microsoft Dynamics GPAs mentioned in the last post, Business Analyzer R5 is available from the Windows 8 App Store. As both an inveterate blogger and incorrigible tinkerer I figured I might as well blog about my tinkering with the new app.

Unfortunately, my tinkering will only be able to take me so far as I have just started to build a new test system. However, Business Analyzer R5 can be download, installed and used to view sample data after being downloaded from the Windows 8 App Store.

To install Business Analyzer R5, open the Windows 8 App Store and enter dynamics in the search field and hit return (or the lookup icon). Wait a brief moment and the matching apps will be returned with, i your search works the same as mine, Business Analyzer in the first position:

Windows 8 App Store

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Business Analyzer R5 Now Available From Windows 8 App Store

Microsoft Dynamics GPAs of the weekend just gone, a new version of Business Analyzer is available for Microsoft Dynanamics GP from the Windows 8 App Store.

There are several new features that were added to Business Analyzer, plus more are planed to be added in the first half of 2014. This app will become a hub for people who are either casual users of Dynamics GP or don’t even have access to the desktop or web client.

A few of the highlights in Business Analyzer are:

  • HTLM 4/Java Script
  • Azure Service Bus Support
  • New Roles Available
  • New Landing Page defined by each user
  • Ability to have Chart and KPI’s
  • Management Reporter Financial Statements

This is an example of the new landing page:

Business Analyzer R5 Landing Page

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Meet an MVP at the IT in Housing Exhibition 2013, London

Microsoft MVPI am going to the IT in Housing Exhibition 2013 at the Olympia Centre in London on the 19th and 20th November; my employer Perfect Image will be there to show Microsoft Dynamics GP as an option for housing associations and others in the social housing sector.

We’ll be sharing a stand with MIS Active Management Systems who offer a suite of housing focussed applications called ActiveH.

This exhibition is free to attend for both conference delegates and for visitors involved in the provision of social housing.

The exhibition features around 80 exhibits from leading suppliers and is the UK’s most highly regarded and focused event for those involved in ICT in the housing sector.

If you’re attending, why not stop by and say hello.

Management Reporter Incorrect Figures Caused By Lower Case

Microsoft Dynamics GPA client reported a problem with Management Reporter returning incorrect figures when a link to the Financial Dimensions on the Row Definition had been entered in lower case.

The reports in question had been created in FRx which was rather more forgiving that Management Reporter is for these things. The client had quite a large number of reports which may, or may not, have had segments entered in lower case so the client didn’t want to have to check and update manually.

I again delved into the Management Reporter SQL database and updated the ControlRowCriteria table to capitalise the Low and High values of the link to financial dimensions using the script below:

UPDATE
   ControlRowCriteria
SET
   Low = UPPER(Low)
WHERE
   LEN(Low) > 0
GO

UPDATE
   ControlRowCriteria
SET
   High = UPPER(High)
WHERE
   LEN(High) > 0
GO

Once the update had been run, the client checked their reports and confirmed that they were now returning the correct figures.

Collation Conflict Printing The Tax Detail Report

Microsoft Dynamics GPWe upgraded a client from Microsoft Dynamics GP 9 to Microsoft Dynamics GP 2010 recently, and the first time they tried to run the VAT 100 report they received a number of errors:

Microsoft Dynamics GP - An error occurred executing SQL statements.Microsoft Dynamics GP – An error occurred executing SQL statements.

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Management Reporter Is Unable To Connect To The Company

Microsoft Dynamics GPA client was recently having problems with the Microsoft Dynamics GP Datamart in Management Reporter 2012, so I removed the DDM and installed the Legacy GP Connector. I tested it on the server and all worked okay so I asked the user to try.

Unfortunately, it didn’t just work and they got the below error:

Management Reporter - Unable to connect to the Management Reporter – Unable to connect to the ‘{company}’. The connection to the Microsoft Dynamics GP database failed. Contact your system administrator.

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Can’t Delete Company In Management Reporter

Microsoft Dynamics GPWe recently took on a new client who already had Microsoft Dynamics GP and had been migrated to Management Reporter before we took them on for support.

I did a little exercise of checking configuration and tidied up where needed. One item I found was two companies in Management Reporter which were not needed; these were the FW and FWC companies.

When I selected the first of them and hit delete, I received the following message:

Management Reporter 2012 - This company is referenced by an existing report definition or reporting tree definition. Remove these associations before deleting the company.Management Reporter 2012 – This company is referenced by an existing report definition or reporting tree definition. Remove these associations before deleting the company.

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